CWM
IPU

Concert Wealth Management’s SPDR S&P International Utilities Sector IPU Stock Holding History

Concert Wealth Management’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,040
Closed -$17K – 997
2016
Q3 		$17K Buy
+1,040
New +$17.2K ﹤0.01% 917
2016
Q2 		– Sell
-10,920
Closed -$177K – 751
2016
Q1 		$177K Buy
10,920
+631
+6% +$9.91K 0.02% 604
2015
Q4 		$164K Buy
+10,289
New +$169K 0.02% 615

Other funds holding IPU

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concert Wealth Management's IPU Position: Q4 2016 in Review

Concert Wealth Management sold out of SPDR S&P International Utilities Sector (IPU) in Q4 2016, closing a stake of 1,040 shares — an estimated $17K sold.

Concert Wealth Management first reported a position in IPU in Q4 2015 and held it in 3 quarters. The position peaked at $177K in Q1 2016. 15 funds tracked by Wall St. Rank hold IPU as of Q4 2016.

  • Concert Wealth Management reported no remaining SPDR S&P International Utilities Sector position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,040 SPDR S&P International Utilities Sector shares in Q4 2016, an estimated $17K.
  • Concert Wealth Management first reported a position in SPDR S&P International Utilities Sector in Q4 2015 and held it in 3 quarters.
  • Concert Wealth Management's SPDR S&P International Utilities Sector position peaked at $177K in Q1 2016.
  • 15 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.